DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Prostatis Financial Advisors Group

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Artur Garcia Engler-PintoProstatis Financial Advisors Group independent RIAEngler Financial state registeredRIA to a state-registered adviserMay 1, 2026Jun 26, 2026 (56 d)
Faisal MagsiProstatis Financial Advisors Group independent RIARange Advisory, LLC independent RIARIA to RIAMar 12, 2026Apr 2, 2026
Samantha NashProstatis Financial Advisors Group independent RIABaltimore-Washington Financial Advisors independent RIARIA to RIAAug 13, 2025Aug 25, 2025
Brandon PorterProstatis Financial Advisors Group independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankApr 24, 2025May 12, 2025
Luke Ryan MccartyProstatis Financial Advisors Group independent RIAMccarty Wealth state registeredRIA to a state-registered adviserFeb 21, 2025Feb 19, 2025
Robert PudmerickyProstatis Financial Advisors Group independent RIAEsi Financial Advisors independent RIARIA to RIAOct 30, 2024Nov 24, 2025 (390 d)
Michael Bruce McgheeProstatis Financial Advisors Group independent RIABrookstone Wealth Advisors, LLC no RAUMOtherSep 26, 2024May 8, 2025 (224 d)
Derrick Kyle HobbsProstatis Financial Advisors Group independent RIAAdvanced Wealth Management independent RIARIA to RIAApr 1, 2024Aug 12, 2024 (133 d)
Eric Eugene BrownProstatis Financial Advisors Group independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 6, 2022Sep 16, 2022
Faisal MagsiProstatis Financial Advisors Group independent RIASfg Wealth Management independent RIARIA to RIAAug 26, 2022Oct 17, 2022 (52 d)
Patrick Edward NickersonProstatis Financial Advisors Group independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJul 14, 2022Aug 23, 2022 (40 d)
Christopher Anthony SchipskeProstatis Financial Advisors Group independent RIACambridge Investment Research Advisors, Inc. otherOtherFeb 16, 2012May 3, 2011
Andrew Henry LenichProstatis Financial Advisors Group independent RIACambridge Investment Research Advisors, Inc. otherOtherFeb 13, 2012Feb 8, 2016 (1456 d)
Christopher Anthony SchipskeProstatis Financial Advisors Group independent RIAD'Orazio Wealth Advisors otherOtherDec 31, 2005Feb 7, 2006 (38 d)
Jeffrey Seth CohenProstatis Financial Advisors Group independent RIACetera Investment Advisers LLC otherOtherMar 23, 2005Jun 14, 2005 (83 d)
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15 moves match.